Senior Financial Analyst

About the role

At Trinnex, we're transforming how organizations leverage technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth, profitability, and operational excellence. This is an exciting opportunity for a highly analytical finance professional who enjoys collaborating with leaders, solving business challenges, and translating data into actionable insights. You'll play a key role in financial planning, forecasting, project financial management, performance reporting, and strategic decision-making across the business.

Responsibilities

• Partner with Trinnex leadership to provide financial insights, forecasting, and recommendations that support strategic decision-making and business growth.
• Lead budgeting, forecasting, financial modeling, and long-range planning processes.
• Analyze financial and operational performance, including revenue, profitability, project margins, resource utilization, and key business metrics.
• Monitor project financial performance, identify risks and opportunities, and provide actionable recommendations to improve business outcomes.
• Collaborate with Operations and Project Accounting teams to support revenue recognition, contract review, client billing, and financial compliance activities.
• Develop and maintain executive dashboards, KPI reporting, financial analyses, and management presentations.
• Support financial controls, process improvement initiatives, and operational efficiency efforts across the business.
• Leverage Power BI, Oracle, Excel, and other enterprise systems to enhance reporting, analytics, automation, and decision-making capabilities.

Skills & Abilities

• Experience in Financial Planning & Analysis (FP&A), corporate finance, project accounting, or a related financial role.
• Strong experience with budgeting, forecasting, financial modeling, and performance analysis.
• Knowledge of revenue recognition principles and project financial management.
• Proven ability to translate complex financial data into actionable business recommendations.
• Experience partnering with business leaders and cross-functional stakeholders to influence decisions and improve performance.
• Advanced Microsoft Excel and financial modeling expertise; Strong Microsoft Office Suite skills.
• Strong analytical and problem-solving capabilities.
• Experience with financial reporting, KPI development, and business performance analysis.
• Experience with Power BI or similar business intelligence tools.
• Proficiency with Oracle ERP or other enterprise financial systems.

Qualifications

• Bachelor's degree.
• 5 years of related experience.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Experience in SaaS, technology, digital solutions, engineering consulting, infrastructure, or project-based business environments.
• Experience supporting subscription-based, recurring revenue, or software-enabled service business models.
• Experience with Oracle EPM or other enterprise planning and forecasting solutions.

Pay

Pay range: USD $90,230.00 – $148,886.00. CDM Smith is committed to fair and equitable compensation practices. This pay range is a good faith estimate representative of all experience levels for the geographic location assigned to the position. In addition to geographic location, a candidate's salary is determined by several other factors including, but not limited to, the role, function and associated responsibilities, relevant work experience, skills, required certifications, and education/training.